W.H. Cornerstone Investments Inc.

Position in BLK — BlackRock, Inc.

CIK 1940823 KINGSTON, MA

Position in BLK

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$871,173

+$136,427 QoQ

Shares Held

906

+18.6% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.91%

of 13F equity value

Holder Rank

#1,245

of 2,274 holders

Holding Since

Dec 2024

7 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

W.H. Cornerstone Investments Inc. holds $1,363,506 across 4 Asset Management names. BLK ranks #1 (63.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BLK	BlackRock, Inc. This page	906	$871,173
2	BX	Blackstone Inc.	2,110	$248,283
3	NMT	Nuveen Massachusetts Quality Municipal Income Fund	12,173	$158,127
4	JPC	Nuveen Preferred & Income Opportunities Fund	10,904	$85,923

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$871,173	906	+18.6%	Shares	Sole	2026-08-07
2026-03-31	$734,746	764	+35.9%	Shares	Sole	2026-04-28
2025-12-31	$601,531	562	+0.4%	Shares	Sole	2026-02-10
2025-09-30	$652,887	560	-14.9%	Shares	Sole	2025-11-05
2025-06-30	$690,406	658	+8.0%	Shares	Sole	2025-08-08
2025-03-31	$576,406	609	+0.5%	Shares	Sole	2025-05-09
2024-12-31	$621,216	606	—	Shares	Sole	2025-01-30
No filing history on record for this holder in this stock.